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Building 2BALENTINE

Map pinATLANTA, GA
Phone(404) 537-4800
NotebookSEC #801-70910
Total AUM
$5.5B
Employees
61
Clients
464

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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